Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,220,153
+$333,978 QoQ
Shares Held
10,794
+33.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 945 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 81%
Shared 3%
None 16%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Savant Capital, LLC holds $130,873,375 across 33 Utilities - Regulated Electric names. AEE ranks #20 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
447,836 | $42,862,383 | |
| 2 | NEE |
Nextera Energy Inc
|
214,715 | $18,845,535 | |
| 3 | EVRG |
Evergy, Inc.
|
154,504 | $13,353,780 | |
| 4 | DUK |
Duke Energy CORP
|
77,815 | $9,849,822 | |
| 5 | AEP |
American Electric Power Co Inc
|
63,574 | $8,697,558 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
55,287 | $6,455,862 | |
| 7 | XEL |
Xcel Energy Inc
|
42,132 | $3,383,199 | |
| 8 | ED |
Consolidated Edison Inc
|
24,455 | $2,705,456 |
All Filings in AEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,220,153 | 10,794 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $886,175 | 8,062 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $499,699 | 5,004 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $650,704 | 6,234 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $526,875 | 5,486 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $517,260 | 5,152 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $947,112 | 10,625 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $879,585 | 10,057 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $634,514 | 8,923 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $651,291 | 8,806 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $472,380 | 6,530 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $444,864 | 5,945 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $496,471 | 6,079 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $513,847 | 5,948 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $502,664 | 5,653 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $414,107 | 5,141 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $453,787 | 5,022 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $445,922 | 4,756 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $424,488 | 4,769 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $370,818 | 4,578 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $364,662 | 4,556 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $235,211 | 2,891 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||